Derek Dubose signed The Montgomery Academy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Montgomery Academy's EIN is 63-0401358.
Download the official 2024 Form 5500 (PDF) for The Montgomery Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Montgomery Academy's plan includes a 403(b) annuity.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | CUSTODIAN | $1K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $289K | 1.1% |
